-3.3%
KORU vs VRTX
+24.1%
-27.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.2% |
| 7D | +11.1% | -1.6% | +12.7% | +11.8% |
| 30D | -40.6% | +8.0% | -48.6% | -42.7% |
| 3M | -63.9% | +4.3% | -68.2% | -64.9% |
| 6M | -82.8% | +18.9% | -101.7% | -85.3% |
| YTD | -15.4% | +18.8% | -34.2% | -23.9% |
| 1Y | -3.3% | +24.0% | -27.2% | -14.4% |
| All | -3.3% | +24.1% | -27.4% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VRTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling